Purchasing settings allow you to customize and manage purchase orders for your site all in one place.
General ledger codes are an enterprise-only feature. Reach out to our support team to learn more.
Managing purchasing settings
Go to Operations > Configuration center > Workspace configuration > Purchasing settings.
Purchasing settings are site-based. Choose the site you'd like to manage.
Make updates as needed. Customization options include:
Set a purchase order prefix
Customize purchase order footer text
View the existing purchase order image, if there is one.
Choose which custom part fields appear in purchase order descriptions
Manage general ledger codes
Choose a purchase request assignee
Select a default tax rate
Choose whether to automatically mark bills as paid
Customize part descriptions in purchase orders
From Purchasing settings, select Customize part descriptions.
Click Add fields to add the part fields you want shown in purchase order descriptions.
Click the Preview mode tab to review how the description will appear.
Click Save part description.
Manage general ledger (GL) codes
From Purchasing settings, select Manage general ledger codes.
Click Create code.
Enter the general ledger code and an abbreviation of up to six characters. Optionally, add a description and an associated asset.
Click Create code.
Click Done.
To edit or delete a code, hover over it and click the pencil icon or delete icon.
You can create and manage GL codes here, but selecting a GL code on an individual purchase order is coming to the new desktop in a future release.